Raymond James East Lansing Mi

Bill Weckesser founded Trinity Financial with the principal goal of assisting our clients with their investment strategies. Mainly, we help our clients invest for things such as college for their kids and grandkids, liquid reserve funds and retirement assets. We have some of the industry's top data management and planning tools, investment platforms and products—plus, more than 30 years of market experience. We take a “hands on” approach that emphasizes service and support: accumulating and managing retirement investments; saving and accumulating college education funds; managing inheritances, including IRA's; life insurance, long term care, and estate planning.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Michigan Money Management is a financial services firm based in East Lansing, MI, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Michigan Money Management helps clients navigate their financial goals and objectives with tailored strategies and solutions. Generated from their business information